On June 11, US and Chinese officials finalized a new trade framework following two days of negotiations in London. One of the main sticking points was the treatment of Chinese exports of rare earth elements and magnets to the US. The Administration has conveyed that the sides have come to an agreement to now release the exports of these critical materials from China to the US, although details remain a bit unclear.
Over the last two months—even during previous trade talks in Switzerland in May—China has had severe export restrictions on these materials, which are critical to the economy. Rare earth elements (REE) and other critical minerals are key inputs in the automotive, robotics, energy, and defense sectors.
Why it matters:
myTCB® Members get exclusive access to webcasts, publications, data and analysis, plus discounts to events.
Shutdown Aside, Growth Moderates Under Inflationary Pressures
February 20, 2026
January CPI Raises More Questions than Provides Answers
February 13, 2026
Lukewarm Holiday Shopping in 2025 Augurs Slower Spending in Q4
February 10, 2026
FOMC Reaction: US Economy In a Good Place, But Staying Vigilant
January 28, 2026
Fed January Decision: Pause or Full Stop?
January 27, 2026
November PCE: Are Consumers Spending Beyond Their Means?
January 22, 2026
Charts
As a visual explainer of CED's Solutions Brief, this infographic highlights key design elements for a bipartisan fiscal commission.
LEARN MORECharts
As a visual explainer of CED’s Solutions Brief, this infographic outlines CED's policy priorities for 2026.
LEARN MORECharts
The proliferation of easy-to-use generative AI requires that policymakers and business leaders each play an important role.
LEARN MORECharts
A hyperpolarized environment, diminished trust in our nation’s leaders.
LEARN MOREPRESS RELEASE
CED Outlines 2026 Policy Priorities Ahead of Nation’s 250th Anniversary
January 20, 2026
IN THE NEWS
Denise Dahlhoff on How CEOs Are Talking About Tariffs—without Saying “Tarif…
May 21, 2025
IN THE NEWS
Erin McLaughlin on Tariff Policy
April 07, 2025
IN THE NEWS
Erin McLaughlin on Reshoring Factors
April 05, 2025
IN THE NEWS
Erin McLaughlin on US Reshoring
April 02, 2025
IN THE NEWS
Erin McLaughlin: How policy uncertainty may exacerbate infrastructure chall…
March 19, 2025